Make client campaign updates easier to share
Create a concise, readable campaign summary your clients can review without sorting through raw details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Client updates take longer when results need translating and formatting for each handoff.
- Prepare a shareable update from submitted results.
- Tailor the explanation to the client context you provide.
- Reduce repetitive report formatting.
Setup
Build it in a few focused steps.
- 1Connect AimTell and DocRaptor once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3In one instruction, describe the audience, submitted campaign results, and client-ready tone for the PDF.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real client update example.
Questions about this workflow
Will the report include private subscriber details?
Specify the information appropriate for the client in your instruction and submitted data. Review the output before sharing.
Can it explain results in plain language?
Yes, describe the intended audience and level of detail in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to DocRaptor. A trigger fires from one place; an action lands in another.
AimTell triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
AimTell and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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